Routiine.io
A sales intelligence and CRM platform that reinvents how modern sales teams track opportunities, score momentum, and close deals. Full-featured SaaS with AI-powered insights, multi-tier Stripe billing, and Salesforce integration.
Context
Most CRMs are bloated, slow, and built for enterprise compliance rather than helping salespeople close deals. Sales teams spend more time updating records than selling. Momentum — the subtle signals that indicate whether a deal is heating up or going cold — is invisible in traditional pipeline views.
Routiine.io tackles this by building a complete sales platform with real-time momentum scoring algorithms, multi-tier billing, and CRM integrations while maintaining type safety across 170+ API endpoints. The result is a system where every opportunity has a living score that reflects engagement velocity, decision-maker activity, and deal progression.
What Was Built
JWT Authentication + Session Management
Secure authentication system with JWT tokens and server-side session management. Input sanitization and data encryption protect every user interaction.
- JWT-based auth with secure token refresh and session persistence
- Input sanitization across all form submissions and API payloads
- Data encryption for sensitive customer and deal information
- Rate limiting via Upstash Redis to prevent abuse and brute force attacks
Full CRM Suite
Complete customer relationship management with clients, opportunities, contacts, documents, and tasks. Every entity is linked and queryable across the pipeline.
- Client profiles with contact history, documents, and opportunity tracking
- Opportunity pipeline with stage progression and value forecasting
- Contact management with role tagging and decision-maker identification
- Task system with due dates, assignments, and status tracking
AI-Powered Momentum Scoring
Real-time momentum scoring algorithms analyze engagement velocity, decision-maker activity, and deal progression to surface sales signals that indicate which deals are heating up or going cold.
- Algorithmic momentum scores updated in real time as deal activity changes
- Sales signal detection for engagement patterns and stakeholder involvement
- Dashboard visualizations showing pipeline health and momentum trends
- Comprehensive analytics and reporting across the entire sales organization
Stripe Billing Integration
Three-tier subscription billing with Stripe — Basic, Standard, and Premium plans. Full lifecycle management from signup to cancellation with webhook-driven state synchronization.
- Basic, Standard, and Premium subscription tiers with feature gating
- Stripe Checkout for onboarding and Customer Portal for self-service
- Webhook handlers for subscription lifecycle events and payment failures
- Usage tracking and plan enforcement across all API endpoints
Salesforce CRM Integration
OAuth-based Salesforce integration enables teams to sync their existing CRM data into Routiine. Bi-directional data flow keeps both systems in alignment without manual re-entry.
- Salesforce OAuth 2.0 authentication flow with token management
- Contact and opportunity import from Salesforce into Routiine pipeline
- Field mapping configuration for custom Salesforce object schemas
- Sync status tracking with error handling and retry logic
Blog + Documentation System
Content-driven marketing and documentation powered by @nuxt/content. Blog posts for SEO and thought leadership alongside product documentation for user onboarding.
- Markdown-based blog with @nuxt/content for SEO-optimized publishing
- Product documentation with structured navigation and search
- Dynamic OG images and meta tags for social sharing
- Content organized by category with tag-based filtering
Technology Stack
Results & Impact
170+
Type-Safe Endpoints
100%
Test Coverage
< 200ms
API Response
Zero
Security Incidents
Full-featured SaaS deployed on Vercel with 3 end-to-end test suites and 8 unit test files covering authentication, email delivery, encryption, validation, and rate limiting. The platform ships with 170+ type-safe API endpoints, three Stripe billing tiers, Salesforce OAuth integration, and a blog and documentation system powered by @nuxt/content.